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Home > Institutional Investor > Meriwether Wealth & Planning, Llc > Profile

Instuitional Investor - Meriwether Wealth & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Meriwether Wealth & Planning, Llc
Portfolio Value $182,557,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 656,026 $20,008,793 10.96%
2.
Schwab Strategic Trust
 FNDF 641,955 $18,700,149 10.24%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 395,588 $18,046,725 9.89%
4.
Vanguard Star Fds
 97,026 $7,481,675 4.1%
5.
Invesco Exch Trd Slf Idx Fd
 380,685 $7,470,945 4.09%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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